Rattiner's Financial Planner's Bible: The Advisor's Advisor
"Jeff Rattiner has found another way to help producers. This book is a must-have for financial advisors, especially those that aspire to be Million Dollar Producers."\ Thomas B. Gau, CPA, CFP President and CEO of Million Dollar Producer\ "Jeff Rattiner has done it again! His book displays all the essential tools and techniques necessary for advanced planners to succeed in this business. Rattiner's easy-to-read style provides the best in marketing and practice management ideas. This book will...
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Are you at a crossroads in your practice? Have you taken it as far as you can go unassisted? Are you looking keenly for advanced direction in marketing and practice management areas that you haven’t tried yet and don’t know where to turn to acquire that kind of information? Is your organizational structure and staff sound? In short, are you looking to take your practice to the next level and need some guidance? If the answer to any of these questions is yes, then you will want to read Rattiner’s Financial Planner’s Bible: The Advisor’s Advisor.Rattiner’s Financial Planner’s Bible: The Advisor’s Advisor draws upon Jeffrey Rattiner’s own considerable, celebrated experience in the industry and the hundreds of interviews with the nation’s top planners from the CFP, CPA, brokerage, banking, insurance, and legal communities resulting from his extensive travels and nationwide training programs. In this all-encompassing self-contained stand-alone resource and deskbook, Rattiner presents a superior blueprint for planning success by telling it the way it really is and what you can do to make it work to your advantage.Rattiner’s Financial Planner’s Bible presents the best practices of financial advisors in all aspects of financial planning, asset management, practice management, and product marketing. The features of this authoritative guide include: 50 insightful, yet largely ignored, ways of marketing a practice25 intriguing methods for developing a practice’s infrastructureGuidelines to creating external alliances and mutually beneficial relationshipsA detailed self-assessment system to quantify where a practice is today and where it can go tomorrowThe twenty-first-century practice (organization and structure)Worksheets, engagement letters, client checklists, software resources, and other operating tools integral to a successful practice’s day-to-day operationAbove all, Rattiner identifies "doing what’s best for the client" in an ethical, practical manner as a planner’s paramount responsibility, emphasizing its importance over personal image, office accoutrements, and even compensation. By focusing on client honor and advisor integrity, the planner’s profits will coincide with the client’s financial success, creating the ultimate win-win situation. After all, he constantly reminds us that there is enough money in it for all of us.Rattiner’s Financial Planner’s Bible shows advisors the pitfalls to avoid, the issues to contemplate, the steps to consider, and the hard decisions to make while remaining focused on increasing a practice’s profitability and advancing it to the next level. By implementing Rattiner’s best practices, planners will not only expand their business but also, more importantly, make their clients’ lives better.
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1Rattiner on the State of the Financial Services Industry12The Practical Effect (An Internal Focus): 25 Ideas to Generate a Stable Business193The Nifty Fifty: 50 Ideas About Marketing754External Forces: Controlling Your Own Destiny (The Baker's Dozen of Leveraged Activities)1315Financial Planning Opportunities Using Form 10401476Quantifying Your Practice2077The Model Financial Planning Practice2418Resources (Keeping in Tune with the Industry)2679The Twenty-First Century Practice the Way I'd Like to See It285Index291
